Categories
Requirements
Excellent
Adequate
Insufficient
Score
Income and Fixed Expenses
  • Monthly income of $2,500 is listed
  • All 7 fixed expenses are listed
All income and expense are listed.


25 Points
Income is listed. Only 4 to 6 fixed expenses are listed.

15 Points
Income is not listed. Only 1 to 3 fixed expenses are listed.

5 Points

Discretionary Expenses
  • At least 7 discretionary expenses are listed
7 discretionary expense are listed.

20 Points
Only 4 to 6 discretionary expenses are listed.

15 Points
Only 1 to 3 discretionary expenses are listed.

10 Points

Sources
  • All expenses are labeled to identify where info was found
All expenses are labeled.


15 Points
70% to 89% of expenses are labeled.

10 Points
0% to 69% of expenses are labeled.

5 Points

Summary Report
  • Report contains 200 to 400 words
  • Report identifies what was learned
Report contains at least 200 words and identifies what was learned.

30 Points
Report does not have correct amount of words.


15 Points
Report was not included.


0 Points

Report Assembly
  • Report is assembled in correct order
Report is assembled in correct order.

10 Points
Report is assembled in incorrect order

5 Points
Assignment is not turned in.


0 Points



Introduction | Task | Process | Evaluation | Conclusion